AUMdb

Idaho Central Credit Union 401(k) Plan

Sponsored by Idaho Central Credit Union · EIN 820217065 · Plan #002 · Chubbuck, ID

Total assets
$99.5M
Net assets
$99.5M
Active participants
1,909
With balances
2,348

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $152,484
Gallagher Fiduciary Advisors Llc Investment advisory (plan) $112,006
Strategic Advisors, Inc. Investment advisory (plan) $18,890